714 results found
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Add Customizable Drop-Down Menu Option to the Services on the Program Screen
Add drop-down/ pull-downs to services in the Program Screen to allow for better customization. It would help our agency better track the services our clients receive. For example, adding a customizable drop-down for selecting the funding source the service came from would be valuable! Adding a customizable drop-down to services would make using the services feature in the Programs Screen much easier!
2 votes -
Filter Active Caseload by Program/ Add Program Sort Feature
Currently when I go to my active caseload all programs are listed in alphabetical order. Some staff have 5 pages of programs with their most frequented programs being on the last page. Adding a feature so you search by program or pin a program to the top of the page is a small change that would remove some of the headache of clicking through pages to find the program you need.
2 votes -
Optimizing the process of recording services provided
Please get rid of the auto-minimizing tabs. It drastically slows down the process of recording services provided. Instead, add a checklist of all possible services, and a drop down menu to sort for only the services one's program provides. It would be most efficient, since there are so many possible services, if that checklist could also be navigated alphabetically by hotkeys
2 votes -
Customer Portal: show Service history
Currently, only program enrollment history is shown on the Activity page in the Portal. Some communities also wish to display Service history to improve transparency (for example, showing contact attempts that have been logged as services).
2 votes -
Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes -
Customer Portal Resource Directory: navigation/directions/transit overlay
In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.
It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.
2 votes -
The edit and delete button Mistake
Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.
If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.
2 votes -
Pentaho Reports in New User Interface- Link to Report Article
When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.
2 votes -
Auto Exit from Street Outreach Program
It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.2 votes -
Under the Program History tab, would it be possible to add a "Move-in-date" between the Start Date and End Date.
Under the Program History tab, can we add Move-in-Date between a program's Start Date and End Date. Programs without a Housing Move-In Date would remain blank while Programs like PSH that have one would be whatever is in that Program’s field. This will help audit move-in-dates at a glance.
2 votes -
DIT: Matched Client Summary
After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)
2 votes -
Ability to change field type when feasible
Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?
Examples include:
1. swapping a number field to a dollar field and vice versa
2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)2 votes -
More info in drill downs
When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.
2 votes -
Ability to break apart enrollments falsely entered as group, while preserving serivces.
The program merge tool allows you to enroll group members after a program enrollment has been created for one or more clients.
The opposite would be helpful as well, a way to remove members from a group enrollment while preserving services.
2 votes -
View Contact Fields (phone, email, address) in the PROFILE Screen for Ease of Access
View the Phone and Email fields entered under the CONTACT screen AND view the address field entered under the LOCATION screen on the PROFILE screen. Being able to view the CONTACT and LOCATION info. on the PROFILE screen would be helpful for ease of access.
2 votes -
Show which agency is currently selected on the agency list
It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.
I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.
Makes it easier to confidently select the next agency.
2 votes -
I want to be able to see the Care Team member's assigned agency
I want to be able to see the Care Team member's assigned agency
2 votes -
For Inventory page, filter by program in addition to agency
We have several programs in one building in real life, so accordingly we revised our inventory functions to have all programs in one building. Previously, we had them in separate buildings, but needed to merge them so we can reassign units to different programs as needed. So for a while, we got used to sorting by building to get to different programs, but can't do that anymore. It would be great if we could sort by programs the same way we can filter by agency, site, etc. Thank you!
2 votes -
Can Clarity generate an alert when a child is entered as the Head of Household?
Can Clarity generate an alert when a child is entered as the Head of Household? This will help with avoiding data quality errors due to human error at entry.
2 votes -
Program Eligibility Section
I have a suggestion. Under the section that shows the program enrollment and eligibility, it would be helpful if all organizations filled out their requirements to get into there program. This way, when i am looking to refer my clients to a program i can easily see the requirements for entry. However, I've tried to find a section where i could add my program's requirements so they appear in the referral section, but i haven't been able to locate it. I'm not even sure if such a section exists for adding eligibility details for others to see.
2 votes
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